EV Sales

Friday, August 5, 2016

Norway July 2016

Tough life for these two EV's

It Finally Happened

In June there were 2.998 EV's sold, up 17% YoY, with the EV Share slightly down to 28,7%, the strongest reason for this slowdown in sales has to do with buyers holding off for the increased range BEV's, coming in the last quarter of the year.

The recent slowdown in the BEV front (Down 38%) was counterbalanced by the recent PHEV surge (Up 140%), and that is reflected in the EV monthly models ranking, the Mitsubishi Outlander PHEV (504 units) was once again the Monthly Best Seller, the ~~third~~ ~~fourth~~ fifth consecutive time that a plug-in hybrid wins that honor, with the remaining podium positions also belonging to PHEV's: The VW Golf GTE was Second, with 412 units, followed by its larger GTE relative, the Passat, with 294 units.

The VW e-Golf is back to the downward trend, with 279 units registered, its worst performance since 2014. A case of buyers waiting for the upcoming longer-range version, or are the GTE brethrens cannibalizing sales?

Model

Sales

Mitsubishi Outlander PHEV

504

Volkswagen Golf GTE

412

Volkswagen Passat GTE

294

Volkswagen e-Golf

279

Nissan Leaf

237

Looking at the Year-to-date EV ranking, the Mitsubishi Outlander PHEV has finally risen to the First Place, a first for a PHEV in Norway, displacing the VW e-Golf to Second, after 18 months of leadership(!)

The Tesla Model S (43 units, worst result in 20 months) stumbled two positions to #7 to the benefit of the VW Passat GTE, that climbed the same two positions to #5.

A final reference to the Luxury SUV race, the current leader is the BMW X5 PHEV, #12 with 672 units, followed by the Volvo XC90 PHEV, 171 units behind, with the remaining competition far behind these two, the race should be confined to these two, but the Audi Q7 e-Tron had 68 sales in its first full sales month, if these numbers are confirmed with other good performances in the future, Audi's big ~~wagon-on-stilts~~ SUV might still surprise the aforementioned two.

Looking at the manufacturers ranking, Volkswagen (31%) continues in the lead, followed now by Mitsubishi (14%), that displaced Nissan (13%, down 1%) from the Second Place.

Pl	Norway	July	YTD	%	'15Pl
1	Mitsubishi Outlander PHEV	504	3.347	13	4
2	Volkswagen e-Golf	279	3.138	12	1
3	Nissan Leaf	237	2.829	11	3
4	Volkswagen Golf GTE	412	2.507	10	6
5	Volkswagen Passat GTE	294	1.458	6	20
6 7	Renault Zoe Tesla Model S	79 43	1.309 1.284	5 5	8 2
8 9	Audi A3 e-Tron BMW i3	170 98	1.283 1.203	5 5	7 5
10	Mercedes B250e	104	865	3	10
11	Kia Soul EV	102	751	3	11
12	BMW X5 40e	34	672	3	19
13	Volkswagen e-Up!	44	667	3	9
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35	BMW 225xe Active Tourer Mercedes C350e Volvo V60 Plug-In Volvo XC90 T8 Nissan e-NV200 / Evalia Mercedes GLC350e Peugeot iOn BMW 330e Mitsubishi I-Miev Citröen C-Zero Mercedes GLE500e Peugeot Partner EV Porsche Cayenne Plug-In Renault Kangoo ZE Audi Q7 e-Tron Smart Fortwo ED BMW i8 Tesla Model X Ford Focus Electric Citröen Berlingo EV Renault Twizy Mercedes S500e Others	70 74 51 77 76 59 8 24 22 7 15 7 3 68 1 10 23 1 2	545 539 511 501 482 363 199 158 146 140 120 80 78 73 70 32 31 30 22 11 5 4 6	2 2 2 2 2 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0	N/A 22 12 N/A 14 N/A 13 N/A 26 16 27 18 24 17 N/A 15 25 N/A 21 23 29 30
	TOTAL	2.998	25.459	100

Models breakdown by Fuel Source

The percentage of plug-ins in the general ranking is so significant, that we've decided to make a separate table for the breakdown of models by fuel source:

Model

Sales

Mitsubishi Outlander PHEV

504

Volkswagen Golf GTE

412

Skoda Octavia

301

Volkswagen Passat GTE

294

5
6
7
8
9
10

Volkswagen Golf ICE
Volkswagen e-Golf
Toyota RAV4
Toyota Yaris
Toyota Auris
Nissan Leaf

281
279
277
266
251
237

With 29% share, the EV's performance in the general ranking is increasingly more relevant, of the 972 units sold by the leader VW Golf in July, only 281, or 29%, didn't had a Plug.

If we split models by fuel source, the Mitsubishi Outlander PHEV was the best selling model, outselling the Golf GTE and the Skoda Octavia (BTW, when will we have a PHEV Octavia, Skoda?), with another PHEV, the VW Passat GTE, in #4, making it three plug-in hybrids in the Top 4 positions.

The remaining two Plug-ins in the Top 10 were BEV's, in #6 we have the VW e-Golf, only two units behind the regular ICE versions of the VW Golf, while in #10 the Nissan Leaf makes itself noticed.

Thursday, August 4, 2016

Batteries June 2016 (Updated) w/ Bus batteries ranking draft

The Rise and Rise of BYD

EV Battery sales are growing 80%YoY, which is even more than the plug-in car market (+/- 50%), something that can be explained by the increasing size of the average EV battery. With the longer range BEV's just around the corner, expect Battery sales to grow even faster than today.

- No surprises in the leadership, Panasonic is comfortably above, thanks to the continued success of battery-hungry Tesla, but sales to the VW Group have dropped, now that they are more focused on the less battery-heavy PHEV's. Looking at the rest of the year, expect sales to Toyota to restart in a significant way, thanks to the Prius Prime PHEV. So basically, here it's business as usual for Panasonic;

- BYD is on a never-ending growing trend, being the only manufacturer to significantly improve share (17% now vs 14% in December '15 and just 6% in 2014!) in the ranking, all while tripling production YoY, thanks not only to the increase in EV production, but also in the average size of their batteries, with the largest being the 80kWh of the 2016 BYD e6;

- AESC, the joint venture between NEC and Nissan, has benefited from the recent uptick in Leaf sales, to hang on and maintain its market share (11%), while at the same time recovering the Third Place from LG Chem;

- LG Chem, with the Volt II not growing to the expected levels, the Korean hasn't been capable to follow the intense market growth, but there shouldn't be much worries here, as the New Gen batteries for the Chevy Bolt and others should pull them back into the Third Place;

- Samsung has a partnership with BMW and with the German car maker plug-in sales improving, Samsung has also seen sales grow, albeit it wasn't enough to win market share, as many of BMW sales belonged to PHEV's.

- BPP / CATL is the first of a trio of Chinese battery makers in the second half of the ranking, with Wanxiang (SAIC provider) in #9, and Air Lithium (Kandi provider), with the first two experiencing surging sales and beating in six months what they had sold in the whole of 2015.

- In a fast growing market, Lithium Energy Japan (GS Yuasa / Mitsubishi) sales actually have dropped, hampered by the sales drop of the Outlander PHEV and lack of new models by the Japanese car maker, having inclusively been surpassed by the third Korean battery maker, SK Group, now #7, thanks to the continued success of the Kia Soul EV and, most importantly, their venture into the Chinese EV market, having been battery providers for some of BAIC all-electric plug-ins;

- A final mention for the #11 E-Power (151) and #12 Tianneng (119), two other Chinese battery makers that help China to obtain 33% of the batteries market, when in the same period last year, they had only 22%. This 11% share increase in only a year is probably one reason why the Chinese government felt confident enough to open the local batteries market to foreign battery manufacturers, as it feels that it will help develop the domestic EV market without killing local battery makers.

Pl	Battery Makers	H1 2016 MWh	(H1) 2015 MWh	%'16	% '15
1	Panasonic	3.088	(1.931)4.552	37	38
2 3	BYD AESC	1.443 930	(461) 1.652 (705) 1.272	17 11	14 11
4 5 6	LG Chem BPP / CATL Samsung	623 435 343	(569) 1.432 (139) 397 (294) 504	7 5 4	12 3 4
7	SK Group	241	(N/A) N/A	3	N/A
8 9	Mitsubishi/GS Yuasa Wanxiang	236 230	(241) 600 (157) 268	3 3	5 2
10	Air Lithium (Luoyang)	164	(N/A) 283	2	2
	TOTAL	8.492	12.289

One of the big (un)known secrets is the electric Buses success in China, while i don't have actual sales numbers, a good reader of EV Sales provided me some numbers of the largest battery providers for electric buses in China:

1. BYD 1.161 MWh

2. CATL 1.099 MWh

3. Guoxuan 483 MWh

If BYD is not a surprise, CATL, or Contemporary Amperex Technology Limited, has such a high output for buses, that together with their car business (435 MWh) with BPP, makes it somewhat of a Dark Horse, as a reader in CleanTechnica once asked me if there could be such a thing in the Chinese Batteries business. It seems we found it...

As for Guoxuan, it is the first time i see them, does anybody has any input on them?

Iceland July 2016

Iceland, EV Champion

It's not only in football (Or soccer for those across The Pond) that Iceland has something to teach to much larger nations, the Icelandic plug-in market has the Third highest EV share in the World, with 3%, ending July with 400 new plug-ins, 93% above the same period last year, with last month alone being responsible for 96 units, a new all-time record.

Looking at the models ranking, the Nissan Leaf holds on to the leadership, with 75 units, running ahead of a PHEV pack (Outlander PHEV, Passat GTE, Golf GTE and Volvo XC90 T8), all trying to reach the 2014 & 2013 Best Seller Nissan Leaf.

Looking at the remaining models, BEV's are selling below expectations, with the VW e-Golf in particular down significantly, having registered half of what had sold last year by this time. A case of internal competition from the GTE relatives?

In the manufacturers ranking, Volkswagen is on the same pace as last year, leading (31%) comfortably, followed by Nissan (21%) and the Third Placed Mitsubishi (13%).

Pl	Iceland	July	YTD	%	'15Pl
1 2 3	Nissan Leaf e) Mitsubishi Outlander PHEV Volkswagen Passat GTE	15 8 10	75 50 47	19 13 12	2 3 N/A
4 5	Volkswagen Golf GTE Volvo XC90 T8	10 8	46 38	12 10	7 N/A
6 7 7 9	Volkswagen e-Golf Porsche Cayenne Plug-In Mercedes GLE500e e) Audi A3 e-Tron	4 10 10 4	24 22 22 21	8 6 6 5	1 6 N/A 5
10 11 12	Kia Soul EV Nissan e-NV200 / Evalia Mercedes C350e e)	5 2 6	18 8 7	5 2 2	4 10 N/A
12	BMW X5 40e	1	7	2	N/A
14	Volkswagen e-Up!		6	2	9
15 16 17 17 17	Renault Kangoo ZE BMW i3 Tesla Model S Chevrolet Volt Toyota Prius Plug-In	1 1	4 2 1 1 1	1 1 0 0 0	N/A 13 8 13 11
	TOTAL	96	400	100

Source: us.is

Tuesday, August 2, 2016

Belgium June 2016

Volvo XC90 T8: Belgian EV Favorite.

AWD-Land Edition

June was another great month for plug-ins, with 923 EV's registered, up 93% YoY, with the EV Share slightly up to 1.56%, being currently one of the fastest growing markets in the world.

AWD vehicles continue to own the market, with all the Top 5 places in June belonging to such vehicles: The Volvo XC90 T8 (147 units) was the Monthly Best-Seller, followed by the BMW X5 PHEV (118), Tesla Model S (102), BMW 225xe Act. Tourer (90 units, pb) and the Porsche Cayenne Plug-In (87). It looks like the Ardennes ski-goers are big plug-in vehicle fans...

Looking at the YTD ranking, the aforementioned high-end SUV's occupy the Podium, with six out of the Top 10 positions belonging to AWD vehicles.

Looking at the changes in the ranking, there was an important shift in the Fourth Position, with the Tesla Model S recovering the Fourth position from the Nissan Leaf, becoming once again the best-selling BEV.

The BMW 225xe Active Tourer rose two positions to #6, being without shadow of a doubt this years Best Selling Rookie. Will we see it reach #4 soon? I wouldn't bet against it.

In the manufacturers ranking, leader BMW (27%, up 2%) continues to increase share, while Volvo (22%, down 1%) is losing steam. In Third we have Porsche, with 12%, followed by Mercedes, with 10%.

Belgium

June

YTD

'15Pl

Volvo XC90 T8

147

1.015

BMW X5 40e

118

650

3
4

Porsche Cayenne Plug-In
Tesla Model S

87
102

513
381

11
8

2
1

Nissan Leaf

327

BMW 225xe Active Tourer

229

N/A

Mercedes C350e

191

BMW i3 *

189

BMW 330e

161

N/A

Mercedes GLE500e

149

Renault Zoe

130

12
13
14
15

Mitsubishi Outlander PHEV
Audi A3 e-Tron
Volkswagen Passat GTE
BMW i8

15
19
32
7

128
89
85
68

3
2
2
1

6
7
33
9

16
17

Volkswagen Golf GTE
Mercedes B250e
Mercedes S500e
Porsche Panamera Plug-In

11
5
9

65
56
56

1
1
1

5
11
14
10

21
22
23
24
25
26
27
28
29
30
31
31
31
34

Nissan e-NV200 / Evalia **
Volvo V60 Plug-In
Renault Twizy
Renault Kangoo ZE
Volkswagen e-Golf
Toyota Prius Plug-In
Kia Soul EV
Mercedes GLC350e
Citroen C-Zero
Volkswagen e-Up!
Peugeot iOn
Smart Fortwo ED
Citroen Berlingo EV
Audi Q7 e-Tron
Peugeot Partner EV

Others

13
13
11
3
3
13
3
16

1

5
2
1

46
45

41
30
29
29
18
17
13
12
9
5
5
5
4
3

1
1

1
0
0
0
0
0
0
0
0
0
0

21
4
15
N/A

17
25
23
N/A
24

20
19

N/A
N/A

N/A

TOTAL

923

4.842

100

Source: FEBIAC

* - 15 Bev + 11 Rex

** - 2 Pass + 11 LCV

Plug-Ins Versus Regular Hybrids

Pl	Model	*June 2016*
1	Toyota Auris Hybrid	175
2	Toyota Yaris Hybrid	154
3	Volvo XC90 T8	147
4	BMW X5 40e	118
5	Tesla Model S	102

If we combine June regular hybrid sales with plug-ins, the Toyota Hybrids were topd dogs this month, with the Auris #1 and the smaller Yaris, in #2.

The best selling plug-in was the Volvo XC90 PHEV, with 147 units, in Third, followed by the BMW X5 PHEV and the Tesla Model S.

Japan June 2016

Nissan Leaf is Gold

The Japanese EV is up 16% YoY, with some 1.800 units, placing the YTD numbers at over 14.000 units, a 28% increase over the same period last year and the EV Share steady at 0.6%. At this rhythm, we are possibly headed for a record year, with the 32.4k units recorded in 2014 within sight of being broker until December, 31st.

The 30kWh-rejuvenated Nissan Leaf continues to be the main driving force, with 1.323 units, up 50% YoY, and with YTD sales at 9.407 units, it has bested the 2015 result (9.057), and with total sales heading to some 19k sales, expect the yearly all-time record for a single model in Japan (14.177 units, sold by the same Leaf, in 2014), to be broken by October.

On the other hand, the Mitsubishi Outlander PHEV continues to be ashamed by Nissan's hatch, having registered only 253 units, mode than 1.000 units behind its competitor.

It looks the Leaf will recover the Best Seller status in Japan by a landslide, earning its Fourth trophy, after its 2011 & 2013/4 wins.

Pl	Japan	June	2016	%	Pl '15
1	Nissan Leaf	1.323	9.407	64	2
2	Mitsubishi Outlander PHEV	253	3.750	26	1
3	BMW i3 e)	100	600	4	4
4	Nissan e-NV200 / Evalia e)	50	300	2	7
5	Mitsubishi Minicab Miev	21	152	1	8
6 7 8 9 10	Tesla Model S e) Mitsubishi I-Miev Toyota Prius Plug-In e) Mit. Minicab Miev Truck BMW i8 e)	25 15 5 9 5	150 111 105 47 30	1 1 1 0 0	6 5 3 9 10
	TOTAL	1.806	14.652	100

e) Estimate

Sweden July 2016

Sweden's new plug-in favorite

Outlander PHEV Recovers

The Swedish EV market has managed to stay above the 1.000 in July, with 1.005 units, achieving it for the fifth consecutive time, all while improving sales 80% over the same period last year, with the EV Share hitting once again a new record at 3.32%.

Looking at the monthly models ranking, the VW Passat GTE, was once again the leader, with 446 units (Sixth consecutive monthly Best Selling trophy), representing 29% of all VW Passat sales, if the GTE midsizer were to be considered a unique model, it would be ranked #11 in the general ranking.

The Mitsubishi Outlander PHEV was once again the runner-up, having sold 113 units, while Volvo had again a good sales month, placing the XC90 Plug-in in Third (74 units) and the V60 Plug-In in Fourth, with 71 units.

Finally, the Tesla Model S ended July in Fifth, with 57 units, a rather underwhelming performance, having seen its sales drop 45%.

Pl	Model	Sales
1	Volkswagen Passat GTE	446
2	Mitsubishi Outlander PHEV	113
3	Volvo XC90 T8	74
4	Volvo V60 Plug-In	71
5	Tesla Model S	57

Looking at the YTD ranking, there were a number of changes:

- The BMW 330e climbed to #7, switching positions with its i3 relative;

- VW had a good month, with the Golf GTE climbing to #9 and the e-Up! to #14;

There were two new entries in the Swedish EV Market, the Audi Q7 e-Tron landed with 13 units, a good sign for future performances, while the Tesla Model X has made its first registration, it will be interesting to see by how much will the SUV model outsell the Model S brethren.

On the manufacturers ranking, Volkswagen (35, up 2%) is firm in the leadership, followed by Volvo (18%) and BMW (12%) in Third, with Mitsubishi (11%) a close Fourth.

Pl	Sweden	July	YTD '16	%	'15Pl
1 2 3	Volkswagen Passat GTE Mitsubishi Outlander PHEV Volvo V60 Plug-In	446 113 71	2.069 786 682	29 11 10	11 1 4
4	Volvo XC90 T8	74	572	8	12
5	Nissan Leaf	14	512	7	3
6	Tesla Model S	57	408	6	2
7	BMW 330e	48	284	4	N/A
8 9 10 11	BMW i3 * Volkswagen Golf GTE Renault Zoe BMW X5 40e	16 37 16 20	282 266 248 142	4 4 4 2	7 5 6 16
12 13	BMW 225xe Active Tourer Audi A3 e-Tron	9 5	114 109	2 2	N/A 8
14	Volkswagen e-Up!	10	90	1	13
15	Renault Kangoo ZE	7	88	1	14
16 17 18 19 20 21 21 23 24 25 26 27 27 29 30 30 30 33 33 33	Volkswagen e-Golf Mercedes C350e Nissan e-NV200 / Evalia Toyota Prius Plug-In Peugeot Partner EV Kia Soul EV Porsche Cayenne Plug-In BMW i8 Audi Q7 e-Tron Mercedes GLE500e Mercedes B250e Renault Twizy Mercedes GLC350e Mitsubishi I-Miev Saab 9.3 NEVS** Mercedes S500e Volkswagen XL1 Citröen Berlingo EV Porsche Panamera Plug-In Tesla Model X	9 10 10 5 1 5 2 3 13 1 1 1 1	70 68 58 41 30 23 20 19 13 11 10 5 5 3 2 2 2 1 1 1	1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0	10 17 9 15 24 19 N/A 20 N/A 27 21 18 N/A N/A N/A 24 N/A 23 26 N/A
	TOTAL	1.005	7.037	100

* - 11 Rex + 5 Bev

** - 3 pass + 7 lcv

Plug-Ins Versus Regular Hybrids

Pl	Model	*July*
1	Volkswagen Passat GTE	446
2	Toyota Auris Hybrid	270
3	Toyota Yaris Hybrid	153
4	Mitsubishi Outlander PHEV	113
5	Volvo XC90 T8	74

If we combine July sales of regular hybrids with plug-ins, we see the Toyota hybrids behind the VW Passat GTE, with the Outlander PHEV in Fourth, followed by the Volvo XC90 PHEV.

Source: bilsweden.se